Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

As their small businesses grow, most business owners reach a point where they consider investing in customer relationship management (CRM) software. At the most basic level, a CRM solution can help ...

Erica Bell is a small business writer who focuses on topics such as cloud-based business software. She is a web content writer for Business.com Considering moving to the cloud? Cloud-based systems ...

Salesforce.com's planned expansion into a new market may be its biggest challenge yet. The company, which offers a service that allows salespeople to track leads and account information online, plans ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...

E-business applications vendor Siebel Systems Inc. today began shipping Siebel 7, the latest version of its customer relationship management (CRM) software. The biggest change to the software is that ...

Web-based CRM also enables agents to escalate calls to more experienced employees. For example, Oracle (Redwood City, CA) works with the US Navy's Department of Personnel, which opened a call center ...

Integrating myriad systems to present a single view of the customer continues to be a frustrating task for enterprises seeking a course to CRM success THE MINNESOTA DEPARTMENT of Vehicle Services (DVS ...